Selective Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Selective Wealth Management’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,800	Closed	-$108K	–	436
2022 Q3	$108K	Hold	1,800	–	–	0.05%	197
2022 Q2	$117K	Hold	1,800	–	–	0.04%	197
2022 Q1	$120K	Hold	1,800	–	–	0.04%	189
2021 Q4	$120K	Hold	1,800	–	–	0.05%	177
2021 Q3	$108K	Buy	+1,800	New	+$111K	0.06%	171

Other funds holding IYK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Selective Wealth Management's IYK Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2022, closing a stake of 1,800 shares — an estimated $108K sold.

Selective Wealth Management first reported a position in IYK in Q3 2021 and held it in 5 quarters. The position peaked at $120K in Q1 2022. 261 funds tracked by Wall St. Rank hold IYK as of Q4 2022.

Selective Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,800 iShares US Consumer Staples ETF shares in Q4 2022, an estimated $108K.
Selective Wealth Management first reported a position in iShares US Consumer Staples ETF in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's iShares US Consumer Staples ETF position peaked at $120K in Q1 2022.
261 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.